Amy A. Marchitello

S SQUARED RETIREMENT SOLUTIONS LLC

NEW YORK, NY 10016

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CRD#: 7080669

Professional summary

Amy Alice Marchitello is a registered financial advisor currently at S SQUARED RETIREMENT SOLUTIONS LLC located in New York, New York.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Amy has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1/2024 - FINANCIAL WELLNESS EDUCATION; NON-INVESTMENT RELATED; NEW YORK, NY FINANCIAL WELLNESS AND EDUCATION SERVICES TO COMPANIES; 25-30 HRS/MO 6/2018 - INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES; NEW YORK, NY; 5 HRS/MO DURING TRADING 2/2023 - Healthcare Communications and Marketing Consultant, non-investment related, up to 2 hours per month 3/2023 - Wealthcare for Health Marketing Consulting 10-20 hours devoted per month, 10 hours devoted during trading hours 1/2024 - S2 RETIREMENT SERVICES; INVESTMENT RELATED; MONTVILLE, NJ; REGISTERED INVESTMENT ADVISORY FIRM; IAR; 10 HRS/MO DURING TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Alice Marchitello's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 25, 2025 - Present

S SQUARED RETIREMENT SOLUTIONS LLC

Office #1: 107 East 38th St. 3a, New York, NY 10016

RIA

CRD#: 173297

NEW YORK, NY

Past

October 11, 2024 - December 20, 2024

OSAIC WEALTH, INC.

RIA

CRD#: 23131

Montville, NJ

Past

October 11, 2024 - December 20, 2024

OSAIC WEALTH, INC.

CRD#: 23131

Montville, NJ

Past

April 24, 2024 - May 3, 2024

S SQUARED RETIREMENT SOLUTIONS LLC

RIA

CRD#: 173297

MONTVILLE, NJ

Past

January 12, 2024 - October 11, 2024

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

January 12, 2024 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

Montville, NJ

Past

November 7, 2022 - February 14, 2023

PRUCO SECURITIES, LLC.

CRD#: 5685

New York, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(7/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/2/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/7/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/21/2020

Securities Industry Essentials Examination

Current Firm

S SQUARED RETIREMENT SOLUTIONS LLC

S SQUARED RETIREMENT SOLUTIONS LLC | S SQUARED WEALTH MANAGEMENT LLC

CRD#: 173297 / SEC#:

New Jersey

Registered Investment Advisory firm - (11/5/2014 Approved)

New York

Registered Investment Advisory firm - (7/25/2025 Approved)

Pennsylvania

Registered Investment Advisory firm - (2/4/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

170 Changebridge Rd Unit D5-1, Montville, NJ 07045

Mailing Address

Phone number

(862) 251-4700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	100
AUM (Assets Under Management)	$ 26,500,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Amy A. Marchitello

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Alice Marchitello's CRS (Customer Relationship Summary).

Certified licenses

Experience

S SQUARED RETIREMENT SOLUTIONS LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

S SQUARED RETIREMENT SOLUTIONS LLC

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/2/2023

Series 7TO

Date: 11/7/2022

SIE

Date: 12/21/2020

Current Firm

S SQUARED RETIREMENT SOLUTIONS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

S SQUARED RETIREMENT SOLUTIONS LLC

TRUST BUT VERIFY

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